Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,184
Closed -$1.35M 297
2024
Q1
$1.35M Buy
5,184
+26
+0.5% +$6.78K 0.04% 183
2023
Q4
$1.03M Hold
5,158
0.04% 195
2023
Q3
$877K Buy
5,158
+1,313
+34% +$223K 0.04% 178
2023
Q2
$794K Buy
3,845
+1,822
+90% +$376K 0.04% 196
2023
Q1
$463K Buy
2,023
+528
+35% +$121K 0.03% 235
2022
Q4
$287K Buy
1,495
+50
+3% +$9.62K 0.02% 288
2022
Q3
$272K Buy
+1,445
New +$272K 0.02% 255
2022
Q2
Sell
-1,031
Closed -$226K 521
2022
Q1
$226K Buy
+1,031
New +$226K 0.01% 343